OS

OneStream, Inc.CIK 1889956 ☆ Sign in to watch Congress trades

Open-mkt buys · 90d

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0 trades · 0 insiders

Open-mkt sales · 90d

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0 trades · 0 insiders

Net · 90d

Insiders on file

AI insights for OS PRO

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AI insights for OS

Insider sentiment score with a plain-English explanation, conviction score on every buy, and how the stock performed 30 and 90 days after past insider buys.

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Daily buy vs sell · 90 days

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Insiders

Insider	Role	Trades	Bought	Sold	Last trade
McIntyre Pamela	Chief Accounting Officer	16	$0	$201.1K	2026-04-01
Leshinski Scott	President	15	$0	$175.5K	2026-04-01
Sridharan Baskar	Director	2	$0	$0	2026-04-01
Hohenstein Ken	Chief Revenue Officer	66	$0	$11.15M	2026-04-01
KKR Associates Group GP LLC	10% Owner	11	$0	$0	2026-04-01
KKR NGT (Dream) Blocker Parent L.P.	10% Owner	11	$0	$0	2026-04-01
KKR Americas Fund XII (Dream) L.P.	10% Owner	11	$0	$0	2026-04-01
Shea Thomas Anthony	Chief Executive Officer	37	$0	$279.8K	2026-04-01
KKR Custom Equity Opportunities Fund L.P.	10% Owner	42	$0	$55.64M	2026-04-01
Kinzer John	See Remarks	29	$0	$2.69M	2026-04-01
Burkland Michael	Director	15	$0	$2.27M	2026-04-01
WILSON KARA	Director	16	$0	$2.87M	2026-04-01
Kohlberg Kravis Roberts & Co. L.P.	10% Owner	11	$0	$0	2026-04-01
MARINER JONATHAN D	Director	39	$0	$3.96M	2026-04-01
Koefoed William A	Chief Financial Officer	28	$0	$4.10M	2025-12-15
Colby Craig	President	23	$0	$19.41M	2025-06-11
KKR Associates Group L.P.	10% Owner	62	$0	$149.06M	2024-11-27
KKR Americas XII (Dream II) Blocker Parent L.P.	10% Owner	31	$0	$55.64M	2024-11-27
KKR Group Co. Inc.	10% Owner	31	$0	$55.64M	2024-11-27
KKR Next Gen Tech Growth Ltd	10% Owner	31	$0	$370.96M	2024-11-18
KKR TFO Partners L.P.	10% Owner	31	$0	$370.96M	2024-11-18
KKR Americas XII AIV GP LLC	10% Owner	31	$0	$370.96M	2024-11-18
KKR Group Partnership L.P.	10% Owner	31	$0	$370.96M	2024-11-18
Von Allmen John	10% Owner	4	$0	$2.63M	2024-07-25
Davidson Eric	10% Owner	4	$0	$11.67M	2024-07-25
Shea Terrance	10% Owner	1	$0	$9.14M	2024-07-25
Fugere Peter	10% Owner	4	$0	$6.00M	2024-07-25
Powers Robert Allan Jr.	10% Owner	1	$0	$32.05M	2024-07-25
KKR Dream Aggregator GP LLC	10% Owner	31	$0	$93.42M	2024-07-25
KKR Associates TFO L.P.	10% Owner	31	$0	$93.42M	2024-07-25
KKR Holdco LLC	10% Owner	31	$0	$93.42M	2024-07-25

Trade history

Insider	Role	Code	Trade	Filed	Shares	Price	Value	Owned after
Burkland Michael	Director	D To issuer deriv	2026-04-01	2026-04-02	486,057	—	$0	0	SEC↗
Burkland Michael	Director	D To issuer deriv	2026-04-01	2026-04-02	169,257	—	$0	0	SEC↗
Burkland Michael	Director	D To issuer deriv	2026-04-01	2026-04-02	50,000	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer deriv	2026-04-01	2026-04-02	59,927	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer deriv	2026-04-01	2026-04-02	116,534	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer deriv	2026-04-01	2026-04-02	6	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer deriv	2026-04-01	2026-04-02	464,002	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer deriv	2026-04-01	2026-04-02	99,879	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer deriv	2026-04-01	2026-04-02	11,974	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer deriv	2026-04-01	2026-04-02	220,570	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer deriv	2026-04-01	2026-04-02	119,752	—	$0	0	SEC↗
Kinzer John	See Remarks	D To issuer deriv	2026-04-01	2026-04-02	128,225	—	$0	0	SEC↗
Kinzer John	See Remarks	D To issuer deriv	2026-04-01	2026-04-02	270,997	—	$0	0	SEC↗
Kinzer John	See Remarks	D To issuer deriv	2026-04-01	2026-04-02	50,000	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer deriv	2026-04-01	2026-04-02	71,874	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer deriv	2026-04-01	2026-04-02	78,126	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer deriv	2026-04-01	2026-04-02	7,500	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer deriv	2026-04-01	2026-04-02	26,037	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer deriv	2026-04-01	2026-04-02	19,480	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer deriv	2026-04-01	2026-04-02	65,520	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer deriv	2026-04-01	2026-04-02	68,871	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer deriv	2026-04-01	2026-04-02	23,963	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer deriv	2026-04-01	2026-04-02	12,500	—	$0	0	SEC↗
MARINER JONATHAN D	Director	D To issuer deriv	2026-04-01	2026-04-02	206,949	—	$0	0	SEC↗
MARINER JONATHAN D	Director	D To issuer deriv	2026-04-01	2026-04-02	40,051	—	$0	0	SEC↗
MARINER JONATHAN D	Director	D To issuer deriv	2026-04-01	2026-04-02	50,000	—	$0	0	SEC↗
MARINER JONATHAN D	Director	D To issuer deriv	2026-04-01	2026-04-02	134,913	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer deriv	2026-04-01	2026-04-02	12,605	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer deriv	2026-04-01	2026-04-02	39,070	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer deriv	2026-04-01	2026-04-02	6,875	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer deriv	2026-04-01	2026-04-02	23,125	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer deriv	2026-04-01	2026-04-02	35,930	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer deriv	2026-04-01	2026-04-02	42,395	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer deriv	2026-04-01	2026-04-02	43,044	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer deriv	2026-04-01	2026-04-02	31,800	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer deriv	2026-04-01	2026-04-02	11,463	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	504,472	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	55,795	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	435,161	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	473,008	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	149,979	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	92,992	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	619,835	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	9,041,667	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	2,814,351	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	4,313,836	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-02	325,232	—	$0	0	SEC↗
WILSON KARA	Director	D To issuer deriv	2026-04-01	2026-04-02	50,000	—	$0	0	SEC↗
WILSON KARA	Director	D To issuer deriv	2026-04-01	2026-04-02	293,411	—	$0	0	SEC↗
WILSON KARA	Director	D To issuer deriv	2026-04-01	2026-04-02	134,913	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	4,313,836	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	325,232	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	2,814,351	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	9,041,667	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	619,835	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	504,472	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	149,979	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	473,008	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	435,161	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	55,795	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer deriv	2026-04-01	2026-04-03	92,992	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,560,909	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	26,227,899	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	3,261,412	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	86,801	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	2,197,087	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	757,590	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	5,303,124	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	7,125,659	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,067,910	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,136,425	—	$0	0	SEC↗
Kohlberg Kravis Roberts & Co.	10% Owner	J Other deriv	2026-04-01	2026-04-07	45,795,416	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,560,909	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	3,261,412	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	7,125,659	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,067,910	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,136,425	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	45,795,416	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	2,197,087	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	86,801	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	26,227,899	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	757,590	—	$0	0	SEC↗
KKR NGT (Dream) Blocker Parent	10% Owner	J Other deriv	2026-04-01	2026-04-07	5,303,124	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	26,227,899	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	3,261,412	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	86,801	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	2,197,087	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	757,590	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	5,303,124	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	7,125,659	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,067,910	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,136,425	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	45,795,416	—	$0	0	SEC↗
KKR Custom Equity Opportunitie	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,560,909	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,136,425	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,067,910	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	7,125,659	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	5,303,124	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,560,909	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	2,197,087	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	86,801	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	3,261,412	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	26,227,899	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	45,795,416	—	$0	0	SEC↗
KKR Americas Fund XII (Dream)	10% Owner	J Other deriv	2026-04-01	2026-04-07	757,590	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	2,197,087	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	86,801	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	3,261,412	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,560,909	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	757,590	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	5,303,124	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	7,125,659	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,067,910	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	1,136,425	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	45,795,416	—	$0	0	SEC↗
KKR Associates Group GP LLC	10% Owner	J Other deriv	2026-04-01	2026-04-07	26,227,899	—	$0	0	SEC↗
Burkland Michael	Director	D To issuer	2026-04-01	2026-04-02	7,130	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer	2026-04-01	2026-04-02	209,373	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer	2026-04-01	2026-04-02	821,198	—	$0	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	D To issuer	2026-04-01	2026-04-02	790,279	—	$0	0	SEC↗
Kinzer John	See Remarks	D To issuer	2026-04-01	2026-04-02	30,000	—	$0	0	SEC↗
Kinzer John	See Remarks	D To issuer	2026-04-01	2026-04-02	94,607	—	$0	0	SEC↗
Kinzer John	See Remarks	D To issuer	2026-04-01	2026-04-02	7,130	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer	2026-04-01	2026-04-02	9,093	—	$0	0	SEC↗
Leshinski Scott	President	D To issuer	2026-04-01	2026-04-02	369,365	—	$0	0	SEC↗
MARINER JONATHAN D	Director	D To issuer	2026-04-01	2026-04-02	7,130	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer	2026-04-01	2026-04-02	250	—	$0	0	SEC↗
McIntyre Pamela	Chief Accounting Officer	D To issuer	2026-04-01	2026-04-02	100,550	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer	2026-04-01	2026-04-02	379,963	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer	2026-04-01	2026-04-02	80,023	—	$0	0	SEC↗
Sridharan Baskar	Director	D To issuer	2026-04-01	2026-04-02	21,609	—	$0	0	SEC↗
WILSON KARA	Director	D To issuer	2026-04-01	2026-04-02	7,130	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer	2026-04-01	2026-04-03	379,963	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	D To issuer	2026-04-01	2026-04-03	80,023	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	G Gift deriv	2026-03-25	2026-03-26	4,330,215	—	$0	11,856,018	SEC↗
Shea Thomas Anthony	CEO	G Gift deriv	2026-03-25	2026-03-26	4,330,215	—	$0	0	SEC↗
Shea Thomas Anthony	CEO	G Gift deriv	2026-03-24	2026-03-26	4,330,215	—	$0	4,330,215	SEC↗
Shea Thomas Anthony	CEO	G Gift deriv	2026-03-24	2026-03-26	4,330,215	—	$0	0	SEC↗
Leshinski Scott	President	A Award	2026-03-19	2026-03-20	100,000	—	$0	378,458	SEC↗
Hohenstein Ken	Chief Revenue Officer	A Award	2026-03-19	2026-03-20	45,000	—	$0	1,030,571	SEC↗
McIntyre Pamela	Chief Accounting Officer	A Award	2026-03-19	2026-03-20	45,000	—	$0	100,800	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2026-03-17	2026-03-18	10,000	—	$0	128,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2026-03-17	2026-03-18	10,000	$23.62	$236.2K	985,571	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2026-03-17	2026-03-18	10,000	$10.65	$106.5K	995,571	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2026-03-16	2026-03-18	9,204	—	$0	6	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2026-03-16	2026-03-18	40,000	—	$0	340,322	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2026-03-16	2026-03-18	49,204	$23.58	$1.16M	985,571	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2026-03-16	2026-03-18	40,000	$14.51	$580.4K	1,034,775	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2026-03-16	2026-03-18	9,204	$10.65	$98.0K	994,775	SEC↗
McIntyre Pamela	Chief Accounting Officer	S Sale	2026-03-11	2026-03-12	2,015	$23.68	$47.7K	55,800	SEC↗
Leshinski Scott	President	S Sale	2026-03-11	2026-03-12	7,412	$23.68	$175.5K	278,458	SEC↗
Shea Thomas Anthony	CEO	F Tax w/h	2026-03-10	2026-03-12	9,258	$23.70	$219.4K	459,986	SEC↗
McIntyre Pamela	Chief Accounting Officer	F Tax w/h	2026-03-10	2026-03-12	1,032	$23.70	$24.5K	57,815	SEC↗
Leshinski Scott	President	F Tax w/h	2026-03-10	2026-03-12	6,111	$23.70	$144.8K	285,870	SEC↗
Hohenstein Ken	Chief Revenue Officer	F Tax w/h	2026-03-10	2026-03-12	5,390	$23.70	$127.7K	985,571	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2026-02-17	2026-02-19	10,000	—	$0	9,210	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2026-02-17	2026-02-19	40,000	—	$0	380,322	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2026-02-17	2026-02-19	10,000	—	$0	138,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2026-02-17	2026-02-19	60,000	$23.46	$1.41M	990,961	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2026-02-17	2026-02-19	40,000	$14.51	$580.4K	1,050,961	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2026-02-17	2026-02-19	20,000	$10.65	$213.0K	1,010,961	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2026-01-16	2026-01-20	40,000	—	$0	420,322	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2026-01-16	2026-01-20	50,000	—	$0	19,210	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2026-01-16	2026-01-20	30,000	—	$0	148,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2026-01-16	2026-01-20	120,000	$23.63	$2.84M	990,961	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2026-01-16	2026-01-20	40,000	$14.51	$580.4K	1,110,961	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2026-01-16	2026-01-20	80,000	$10.65	$852.0K	1,070,961	SEC↗
McIntyre Pamela	Chief Accounting Officer	S Sale	2026-01-08	2026-01-09	6,505	$23.58	$153.4K	58,847	SEC↗
MARINER JONATHAN D	Director	S Sale	2026-01-06	2026-01-08	5,541	$23.59	$130.7K	7,130	SEC↗
MARINER JONATHAN D	Director	S Sale	2026-01-06	2026-01-08	2,415	$22.66	$54.7K	12,671	SEC↗
McIntyre Pamela	Chief Accounting Officer	A Award	2026-01-01	2026-01-05	18,989	—	$0	65,352	SEC↗
Leshinski Scott	President	A Award	2026-01-01	2026-01-05	149,202	—	$0	291,981	SEC↗
Kinzer John	Director	C Conversion deriv	2025-12-19	2025-12-23	30,000	—	$0	270,997	SEC↗
Kinzer John	Director	C Conversion deriv	2025-12-19	2025-12-23	30,000	—	$0	30,000	SEC↗
Kinzer John	Director	C Conversion deriv	2025-12-19	2025-12-23	30,000	—	$0	0	SEC↗
Kinzer John	Director	C Conversion	2025-12-19	2025-12-23	30,000	—	$0	30,000	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-12-16	2025-12-18	30,000	—	$0	69,210	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-12-16	2025-12-18	10,000	—	$0	178,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2025-12-16	2025-12-18	40,000	$17.21	$688.4K	990,961	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2025-12-16	2025-12-18	40,000	$10.65	$426.0K	1,030,961	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2025-12-15	2025-12-16	9,571	$17.73	$169.7K	206,127	SEC↗
Hohenstein Ken	Chief Revenue Officer	F Tax w/h	2025-12-10	2025-12-12	6,101	$18.38	$112.1K	990,961	SEC↗
Koefoed William A	Chief Financial Officer	F Tax w/h	2025-12-10	2025-12-12	6,285	$18.38	$115.5K	215,698	SEC↗
Shea Thomas Anthony	CEO and President	F Tax w/h	2025-12-10	2025-12-12	13,805	$18.38	$253.7K	469,244	SEC↗
MARINER JONATHAN D	Director	S Sale	2025-12-02	2025-12-04	18,423	$20.90	$385.0K	15,086	SEC↗
Kinzer John	Director	A Award	2025-12-02	2025-12-04	94,607	—	$0	101,737	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-11-17	2025-11-19	30,000	—	$0	99,210	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-11-17	2025-11-19	10,000	—	$0	188,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2025-11-17	2025-11-19	40,000	$20.94	$837.6K	997,062	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2025-11-17	2025-11-19	40,000	$10.65	$426.0K	1,037,062	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-10-16	2025-10-17	30,000	—	$0	129,210	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-10-16	2025-10-17	10,000	—	$0	198,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2025-10-16	2025-10-17	490	$17.59	$8.6K	997,062	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2025-10-16	2025-10-17	39,510	$16.84	$665.3K	997,552	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2025-10-16	2025-10-17	40,000	$10.65	$426.0K	1,037,062	SEC↗
Sridharan Baskar	Director	A Award	2025-10-03	2025-10-07	21,609	—	$0	21,609	SEC↗
Kinzer John	Director	S Sale	2025-09-19	2025-09-22	30,000	$20.00	$600.0K	0	SEC↗
Kinzer John	Director	C Conversion deriv	2025-09-18	2025-09-22	30,000	—	$0	300,997	SEC↗
Kinzer John	Director	C Conversion deriv	2025-09-18	2025-09-22	30,000	—	$0	30,000	SEC↗
Kinzer John	Director	C Conversion deriv	2025-09-18	2025-09-22	30,000	—	$0	0	SEC↗
Kinzer John	Director	C Conversion	2025-09-18	2025-09-22	30,000	—	$0	30,000	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-09-16	2025-09-18	10,000	—	$0	208,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-09-16	2025-09-18	30,000	—	$0	159,210	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2025-09-16	2025-09-18	40,000	$18.69	$747.6K	997,062	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2025-09-16	2025-09-18	40,000	$10.65	$426.0K	1,037,062	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2025-09-15	2025-09-16	8,943	$19.03	$170.2K	221,983	SEC↗
Hohenstein Ken	Chief Revenue Officer	F Tax w/h	2025-09-10	2025-09-12	6,101	$19.79	$120.7K	997,062	SEC↗
Shea Thomas Anthony	CEO and President	F Tax w/h	2025-09-10	2025-09-12	13,805	$19.79	$273.2K	483,049	SEC↗
Koefoed William A	Chief Financial Officer	F Tax w/h	2025-09-10	2025-09-12	6,913	$19.79	$136.8K	230,926	SEC↗
MARINER JONATHAN D	Director	S Sale	2025-09-03	2025-09-04	141	$20.07	$2.8K	33,509	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-08-18	2025-08-20	20,000	—	$0	218,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2025-08-18	2025-08-20	20,000	$21.56	$431.2K	1,003,163	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2025-08-18	2025-08-20	20,000	$10.65	$213.0K	1,023,163	SEC↗
MARINER JONATHAN D	Director	S Sale	2025-08-04	2025-08-06	6,630	$23.53	$156.0K	33,650	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise deriv	2025-07-25	2025-07-28	25,000	—	$0	170,481	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2025-07-25	2025-07-28	25,000	$25.00	$625.0K	237,839	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise	2025-07-25	2025-07-28	25,000	$10.65	$266.3K	262,839	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-07-18	2025-07-21	20,000	—	$0	238,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2025-07-18	2025-07-21	20,000	$10.65	$213.0K	1,023,163	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2025-07-18	2025-07-21	20,000	$25.12	$502.4K	1,003,163	SEC↗
MARINER JONATHAN D	Director	S Sale	2025-07-07	2025-07-09	6,630	$26.59	$176.3K	40,280	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise deriv	2025-06-25	2025-06-27	25,000	—	$0	195,481	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise	2025-06-25	2025-06-27	25,000	$10.65	$266.3K	262,839	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2025-06-25	2025-06-27	25,000	$26.77	$669.3K	237,839	SEC↗
Kinzer John	Director	C Conversion deriv	2025-06-20	2025-06-24	30,000	—	$0	330,997	SEC↗
Kinzer John	Director	C Conversion deriv	2025-06-20	2025-06-24	30,000	—	$0	30,000	SEC↗
Kinzer John	Director	C Conversion deriv	2025-06-20	2025-06-24	30,000	—	$0	0	SEC↗
Kinzer John	Director	S Sale	2025-06-20	2025-06-24	28,900	$28.24	$816.1K	1,100	SEC↗
Kinzer John	Director	C Conversion	2025-06-20	2025-06-24	30,000	—	$0	30,000	SEC↗
Kinzer John	Director	S Sale	2025-06-20	2025-06-24	1,100	$28.81	$31.7K	0	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-06-18	2025-06-23	20,000	—	$0	258,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2025-06-18	2025-06-23	20,000	$28.28	$565.6K	1,003,163	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2025-06-18	2025-06-23	20,000	$10.65	$213.0K	1,023,163	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2025-06-16	2025-06-18	9,354	$27.90	$261.0K	237,839	SEC↗
Shea Thomas Anthony	CEO and President	S Sale	2025-06-11	2025-06-12	9,913	$28.23	$279.8K	496,854	SEC↗
Colby Craig	Other	S Sale	2025-06-11	2025-06-12	6,279	$28.23	$177.3K	212,885	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2025-06-11	2025-06-12	6,280	$28.23	$177.3K	1,003,163	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2025-06-11	2025-06-12	6,501	$28.23	$183.5K	247,193	SEC↗
Shea Thomas Anthony	CEO and President	C Conversion deriv	2025-06-10	2025-06-12	150	—	$0	3,894,049	SEC↗
Shea Thomas Anthony	CEO and President	C Conversion	2025-06-10	2025-06-12	150	—	$0	506,767	SEC↗
MARINER JONATHAN D	Director	S Sale	2025-06-02	2025-06-04	6,631	$27.90	$185.0K	46,910	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise deriv	2025-05-27	2025-05-29	25,000	—	$0	220,481	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2025-05-27	2025-05-29	25,000	$28.76	$719.0K	253,694	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise	2025-05-27	2025-05-29	25,000	$10.65	$266.3K	278,694	SEC↗
Kinzer John	Director	A Award	2025-05-21	2025-05-22	7,130	—	$0	7,130	SEC↗
Burkland Michael	Director	A Award	2025-05-21	2025-05-22	7,130	—	$0	7,130	SEC↗
WILSON KARA	Director	A Award	2025-05-21	2025-05-22	7,130	—	$0	7,130	SEC↗
MARINER JONATHAN D	Director	A Award	2025-05-21	2025-05-22	7,130	—	$0	53,541	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise deriv	2025-05-19	2025-05-21	20,000	—	$0	278,508	SEC↗
Hohenstein Ken	Chief Revenue Officer	S Sale	2025-05-19	2025-05-21	20,000	$27.67	$553.4K	1,009,443	SEC↗
Hohenstein Ken	Chief Revenue Officer	M Exercise	2025-05-19	2025-05-21	20,000	$10.65	$213.0K	1,029,443	SEC↗
Colby Craig	10% Owner	M Exercise deriv	2025-05-09	2025-05-13	124,975	—	$0	243,778	SEC↗
Colby Craig	10% Owner	M Exercise deriv	2025-05-09	2025-05-13	56,131	—	$0	297,259	SEC↗
Colby Craig	10% Owner	M Exercise deriv	2025-05-09	2025-05-13	98,894	—	$0	71,023	SEC↗
Colby Craig	10% Owner	M Exercise	2025-05-09	2025-05-13	56,131	$14.51	$814.5K	499,164	SEC↗
Colby Craig	10% Owner	S Sale	2025-05-09	2025-05-13	239,040	$25.39	$6.07M	260,124	SEC↗
Colby Craig	10% Owner	S Sale	2025-05-09	2025-05-13	40,960	$26.11	$1.07M	219,164	SEC↗
Colby Craig	10% Owner	M Exercise	2025-05-09	2025-05-13	223,869	$10.65	$2.38M	443,033	SEC↗
Kinzer John	Director	S Sale	2025-04-09	2025-04-10	40,000	$20.28	$811.2K	0	SEC↗
MARINER JONATHAN D	Director	C Conversion deriv	2025-03-24	2025-03-26	46,411	—	$0	0	SEC↗
MARINER JONATHAN D	Director	C Conversion deriv	2025-03-24	2025-03-26	46,411	—	$0	46,411	SEC↗
MARINER JONATHAN D	Director	C Conversion deriv	2025-03-24	2025-03-26	46,411	—	$0	206,949	SEC↗
Kinzer John	Director	C Conversion deriv	2025-03-24	2025-03-26	40,000	—	$0	40,000	SEC↗
Kinzer John	Director	C Conversion deriv	2025-03-24	2025-03-26	40,000	—	$0	0	SEC↗
Kinzer John	Director	C Conversion deriv	2025-03-24	2025-03-26	40,000	—	$0	360,997	SEC↗
Colby Craig	President	C Conversion deriv	2025-03-24	2025-03-26	7,304	—	$0	7,304	SEC↗
Colby Craig	President	C Conversion deriv	2025-03-24	2025-03-26	7,304	—	$0	0	SEC↗
Colby Craig	President	C Conversion deriv	2025-03-24	2025-03-26	7,304	—	$0	0	SEC↗
MARINER JONATHAN D	Director	C Conversion	2025-03-24	2025-03-26	46,411	—	$0	46,411	SEC↗
Kinzer John	Director	C Conversion	2025-03-24	2025-03-26	40,000	—	$0	40,000	SEC↗
Colby Craig	President	C Conversion	2025-03-24	2025-03-26	7,304	—	$0	175,125	SEC↗
Colby Craig	President	A Award	2025-03-10	2025-03-12	219,164	—	$0	219,164	SEC↗
Koefoed William A	Chief Financial Officer	A Award	2025-03-10	2025-03-12	253,694	—	$0	253,694	SEC↗
Shea Thomas Anthony	Chief Executive Officer	A Award	2025-03-10	2025-03-12	506,617	—	$0	506,617	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise deriv	2025-02-18	2025-02-20	10,000	—	$0	245,481	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2025-02-18	2025-02-20	10,000	$25.04	$250.4K	0	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise	2025-02-18	2025-02-20	10,000	$10.65	$106.5K	10,000	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise deriv	2025-01-15	2025-01-17	10,000	—	$0	255,481	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise	2025-01-15	2025-01-17	10,000	$10.65	$106.5K	10,000	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2025-01-15	2025-01-17	10,000	$26.57	$265.7K	0	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise deriv	2024-12-13	2024-12-17	10,000	—	$0	265,481	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise deriv	2024-12-13	2024-12-17	3,765	—	$0	435,685	SEC↗
Colby Craig	President	M Exercise deriv	2024-12-13	2024-12-17	140,000	—	$0	368,753	SEC↗
Colby Craig	President	C Conversion deriv	2024-12-13	2024-12-17	167,821	—	$0	7,304	SEC↗
Colby Craig	President	C Conversion deriv	2024-12-13	2024-12-17	167,821	—	$0	0	SEC↗
Colby Craig	President	C Conversion deriv	2024-12-13	2024-12-17	167,821	—	$0	167,821	SEC↗
Colby Craig	President	M Exercise deriv	2024-12-13	2024-12-17	140,000	—	$0	169,917	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2024-12-13	2024-12-17	7,569	$29.57	$223.8K	6,196	SEC↗
Koefoed William A	Chief Financial Officer	S Sale	2024-12-13	2024-12-17	6,196	$30.52	$189.1K	0	SEC↗
Koefoed William A	Chief Financial Officer	M Exercise	2024-12-13	2024-12-17	13,765	$10.65	$146.6K	13,765	SEC↗
Colby Craig	President	S Sale	2024-12-13	2024-12-17	71,806	$30.40	$2.18M	0	SEC↗
Colby Craig	President	M Exercise	2024-12-13	2024-12-17	280,000	$10.65	$2.98M	280,000	SEC↗
Colby Craig	President	S Sale	2024-12-13	2024-12-17	208,194	$29.47	$6.14M	71,806	SEC↗
Colby Craig	President	C Conversion	2024-12-13	2024-12-17	167,821	—	$0	167,821	SEC↗
KKR Americas XII (Dream II) Bl	10% Owner	S Sale deriv	2024-11-27	2024-11-29	898,957	$29.99	$26.96M	45,795,416	SEC↗
KKR Custom Equity Opportunitie	10% Owner	S Sale deriv	2024-11-27	2024-11-29	898,957	$29.99	$26.96M	45,795,416	SEC↗
KKR Associates Group L.P.	10% Owner	S Sale deriv	2024-11-27	2024-11-29	898,957	$29.99	$26.96M	45,795,416	SEC↗
KKR Group Co. Inc.	10% Owner	S Sale deriv	2024-11-27	2024-11-29	898,957	$29.99	$26.96M	45,795,416	SEC↗
MARINER JONATHAN D	Director	S Sale	2024-11-27	2024-11-27	787	$31.00	$24.4K	0	SEC↗
MARINER JONATHAN D	Director	S Sale	2024-11-27	2024-11-27	4,973	$31.00	$154.2K	0	SEC↗